AI call assistant for finance brokers
Capture every detail of a finance call — without taking your eyes off the customer.
Backstop AI is an AI assistant that listens to your finance calls, fills in the application as the customer talks, and flags what's still missing — so you never hang up wondering what you forgot to ask.
Built by a broker who's worked both sides of the phone — commercial asset finance and consumer life insurance. I've lived this problem.
Application checklist
01 / The problem
On an enquiry call you're doing two jobs at once — listening to the customer and filling in the application as you go. It's how a number gets misheard, or a question never gets asked — and you only notice after you've hung up.
02 / What Backstop AI does
It runs quietly alongside the call and does three things.
Listens
Transcribes the conversation in real time, after a clear consent prompt at the start of the call.
Fills the fields
AI pulls the application details into a checklist as they're spoken — applicant, ABN, asset, price, term.
Flags the gaps
Marks anything still missing while you're on the line, so you can ask before you say goodbye.
Built first for finance brokers — the same engine works anywhere a call has a checklist behind it.
03 / See it on a call
A two-minute walkthrough.
A scripted enquiry call, start to finish — watch the checklist fill in and the gap get caught.
The next step
See it run on one of your own scenarios.
A 30-minute Zoom demo, walked through by me on scripted calls — no real customer data, no commitment. If it's not useful in the first ten minutes, we stop there.